Retirement Planning

Displaying 7999 results
Case over fishing law could hamstring the SEC and DOL
RETIREMENT PLANNING JAN 22, 2024
Case over fishing law could hamstring the SEC and DOL

If the Chevron deference is overturned, 'the SEC will no longer be able to create new rules that are designed to apply to new things going on in the marketplace,' an attorney says.

By Emile Hallez
Finances of Social Security are a disaster in the making
RETIREMENT PLANNING JAN 22, 2024
Finances of Social Security are a disaster in the making

With the program’s trust funds scheduled to be depleted by 2034, the threat is real, but so is the impasse in the nation’s capital.

By Emile Hallez
What to expect while you’re expecting the fiduciary rule
RETIREMENT PLANNING JAN 19, 2024
What to expect while you’re expecting the fiduciary rule

Although there will almost certainly be a legal challenge, don’t count on it going away, lawyers say. Here are some big issues to watch for.

By Emile Hallez
Captrust acquires $770M Texas RIA
RIA NEWS JAN 18, 2024
Captrust acquires $770M Texas RIA

Engrave Wealth Partners, based in The Woodlands, has 10 team members.

By InvestmentNews
DOL gives go-ahead to auto enrollment in emergency accounts
RETIREMENT PLANNING JAN 17, 2024
DOL gives go-ahead to auto enrollment in emergency accounts

The regulator issued a set of answers to frequently asked questions addressing contributions, limits and investment types.

By Emile Hallez
Fintech launches annuities platform
RIA NEWS JAN 17, 2024
Fintech launches annuities platform

Flourish aims to facilitate RIAs’ access to annuities.

By InvestmentNews
When you should, or shouldn’t, recommend more protected lifetime income
OPINION JAN 17, 2024
When you should, or shouldn’t, recommend more protected lifetime income

Here are some of the key characteristics that may make some clients better candidates for such a solution than others.

By David Blanchett
TIAA brings hip-hop artists together for sponsored track about retirement saving
RETIREMENT PLANNING JAN 12, 2024
TIAA brings hip-hop artists together for sponsored track about retirement saving

The song, 'Paper Right,' is part of the company's Retire Inequality campaign.

By Emile Hallez
401(k) settlements went way up in 2023
RETIREMENT PLANNING JAN 11, 2024
401(k) settlements went way up in 2023

There were far fewer cases filed, but employers and their insurers agreed to big payouts for previously filed litigation.

By Emile Hallez
Most Democrats support DOL advice proposal in House hearing
RETIREMENT PLANNING JAN 10, 2024
Most Democrats support DOL advice proposal in House hearing

'We ought to require the best interests of the investor to be protected and we’ve got some loopholes to fill,' says top Democrat on the panel.

By Mark Schoeff Jr.
Understanding the behavioral benefits of annuities
OPINION JAN 09, 2024
Understanding the behavioral benefits of annuities

Financial professionals tend to emphasize the strong quantitative benefits annuities provide, yet it’s the emotional and behavioral benefits that often make them the ideal choice for consumers.

By Philip E. Caminiti
Real estate takes top spot in estate planning survey
RETIREMENT PLANNING JAN 09, 2024
Real estate takes top spot in estate planning survey

Advisor explains how to guard against pitfalls and family tensions when clients pass on their family home.

By Gregg Greenberg
3M to freeze its pension plan
RETIREMENT PLANNING JAN 08, 2024
3M to freeze its pension plan

The move follows a significant rise in the funded status of corporate defined-benefit plans.

By Emile Hallez
Hub International adds new acquisition to its South Florida practice
RIA NEWS JAN 08, 2024
Hub International adds new acquisition to its South Florida practice

Latest deal will help expand the firm's reach and capabilities in the region.

By Steve Randall
Congratulations, mountain mamas! West Virginia tops retirement survey
RETIREMENT PLANNING JAN 05, 2024
Congratulations, mountain mamas! West Virginia tops retirement survey

12.5% of West Virginians say they are 'very satisfied' with their current nest eggs.

By Gregg Greenberg
Wrong birthday info led to $130K in RMD penalties, plaintiffs say
RETIREMENT PLANNING JAN 05, 2024
Wrong birthday info led to $130K in RMD penalties, plaintiffs say

A Wells Fargo client who was born in 1939 had his birthdate incorrectly recorded as 2001, according to a lawsuit.

By Emile Hallez
Can AI explain annuities better than a human advisor?
RETIREMENT PLANNING JAN 05, 2024
Can AI explain annuities better than a human advisor?

This AI product doesn't want to take your job, and it might make it easier.

By Steve Randall
Tifin, Franklin Templeton partner on financial wellness solution
RETIREMENT PLANNING JAN 04, 2024
Tifin, Franklin Templeton partner on financial wellness solution

Tifin @Work is an advice platform powered by AI that plan sponsors can provide to their employees.

By InvestmentNews
Industry, investor advocates square off in comment letters about DOL advice rule
RETIREMENT PLANNING JAN 02, 2024
Industry, investor advocates square off in comment letters about DOL advice rule

Battle lines drawn again as trade associations call on DOL to withdraw proposal, while proponents say measure fills a regulatory gap.

By Mark Schoeff Jr.
Catholic 401(k) MEP will screen funds for morality
RETIREMENT PLANNING JAN 02, 2024
Catholic 401(k) MEP will screen funds for morality

A forthcoming multiple-employer plan aims to help nonprofit and for-profit Catholic affiliates avoid exposure to investments that Catholics might find objectionable.

By Emile Hallez